Estate Plan jobs

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ESTATE PLANNING PARALEGAL

Prepare legal documents for Estate Planning purposes, including wills, trusts, powers of attorney, and healthcare directives Communicate effectively with clients to obtain necessary information, explain legal procedures, and addre...

CompanyThe Siegel Law Group
AddressLorida, FL
CategoryInformation Technology
Date Posted just now See detail

Estate Planning Paralegal New

The Siegel Law Group

Lorida, FL

Prepare legal documents for Estate Planning purposes, including wills, trusts, powers of attorney, and healthcare directives Communicate effectively with clients to obtain necessary information, explain legal procedures, and addre...

Financial Advisor - Estate Planning New

Koin

Mulino, OR

You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant Estate Planning information . You will communicate with our Financial Planning team, Investment Counselors and Tax...

Trust & Estate Planning & Litigation Associate

A Full Service Law Firm

Naples, FL

2+ years of experience in a law firm or in-house position in wealth management. Experience drafting Estate Planning documents. Experience working on complex trusts, estates, and guardianship cases. Ability to draft pleadings and a...

Estate Planning Attorney - Shareholder

A Full-Service Law Firm

Lake Oswego, OR

At least 7 years of Estate Planning, business, and/or tax experience. Juris Doctor (J.D.) degree from an accredited law school. Admission to the Bar in Oregon and in good standing. Excellent written and verbal communication skills...

Estate Planning/Tax Associate Attorney

A Business & Commercial Law Firm

Corona, CA

Experience in trusts and estates; especially in the area of complex irrevocable trusts. Excellent written and verbal communication skills. Ability to work well with a team and independently. Attention to detail and strong organiza...

Estate Planning Attorney (Hybrid)

A Business, Construction Law Firm

San Diego, CA

Preferably at least 10 years of dedicated California experience in Estate Planning document drafting and estate administration, including related estate and gift tax experience. Experience drafting, preparing, and reviewing comple...

Financial Advisor - Estate Planning

Koin

Cornelius, OR

You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant Estate Planning information . You will communicate with our Financial Planning team, Investment Counselors and Tax...

Financial Advisor - Estate Planning

Koin

Portland, OR

You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant Estate Planning information . You will communicate with our Financial Planning team, Investment Counselors and Tax...

Estate Planning Attorney

An Estate Planning And Family Law Firm

Fremont, CA

Client interaction. Candidate would oversee staff members in signing and notarizing documents. Candidate should be familiar with Word and Wealth Counsel. The Attorney would need to be comfortable working independently and handling...

Estate Planning & Probate Attorney

Jobot

Seattle, WA

Provide comprehensive legal counsel on Estate Planning, probate, business law, and real estate matters. Draft and review legal documents including wills, trusts, powers of attorney, and deeds. Represent clients in probate court p...

Estate Planning Attorney- Remote Position

Trifound

Kansas City, MO

Work with-in a TriFound team of professionals.. Create, Problem Solve, and Demonstrate with help from TriFound. Used created documents from TriFound's outsidecouncil or create your own!. Conduct client meetings while providing le...

Associate Attorney - Estate Planning/Administration

Joseph Greenwald & Laake, Pa

Greenbelt, MD

$107,000 - $120,000 a year

The successful candidate will have 0 to 3 years of relevant experience. Must be licensed, or eligible to waive in, to practice law in the state of Maryland. Being licensed in the District of Columbia and/or Virginia would be a plu...

Estate Planning Attorney

An Estate Planning Attorney

Palm Harbor, FL

Facilitate meetings with clients in order to create estate plans. Make assessments of client needs and suggest suitable services. Assign projects to paralegals or legal aides. Conduct estate plan signing meetings. Maintain records...

Associate Attorney - Estate Planning

An Estate Planning Law Firm

Lynnwood, WA

Draft wills, trusts, and other Estate Planning documents in compliance with legal standards and client requirements. Conduct legal research on Estate Planning laws and regulations to provide accurate and up-to-date advice to clien...

Estate Planning, Probate & Trust Administration...

A Estate Planning, Elder Law & Life Care

Lenox, MA

Conduct initial consultations to educate and explain options to prospective clients on estate and tax planning, probate, estate and trust administration. Complete estate tax returns. Quote fees and engage new clients. Prepare comp...

Estate Planning Network Attorney - Flexible Schedule

United Placement Group

Janesville, WI

$15,000 - $60,000 a year

Juris Doctor (JD) degree from an accredited law school. Admission to the Wisconsin State Bar and in good standing with the State Bar. Reside in the state of Wisconsin. Minimum of 3-5 years of experience in Estate Planning, busines...

Real Estate, Business & Estate Planning Attorney

A Real Estate Transactions Law Firm

McKinney, TX

Real Estate. Business/Corporate Law. Estate Planning. Probate. Active license to practice law in Texas. Excellent negotiation, communication, and interpersonal skills. Ability to work independently and manage multiple cases simult...

Associate Attorney in Estate Planning (Hybrid)

A Tax And Estate Planning Law Firm

San Francisco, CA

Prepare legal documents, including wills, trusts, durable powers of attorney, deeds, probate petitions, etc. Conduct legal research and prepare memorandums. Communicate with clients via phone and email correspondence. Collaborate...

Advanced Tax & Estate Planning Advisor

Citizens

California, United States

For more than three decades Clarfeld's team of CFAs, CPAs, attorneys and CFPs provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental repr...

Estate Planning Attorney (Of Counsel / Contract...

An Estate Planning Law Firm

Santa Rosa, CA

California State Bar license (Required)....

Estate Planning Attorney (Hybrid)

A Multi-Practice Area Law Firm

Santa Rosa, CA

License to practice law in California with no record of discipline. 1-3 years' of recent experience in Estate Planning in California. Candidates should have knowledge and experience in one or more of the following:. Trust and esta...

Associate Estate Planning/Business Attorney (Hy...

An Estate Planning Law Firm

Phoenix, AZ

Draft and review legal documents, including contracts, agreements, and estate planning instruments. Assist in representing clients in negotiations, meetings, and legal proceedings. Provide strategic advice and guidance to clients...

Estate Planning Attorney

Maclean Holloway Doherty & Sheehan, P.c.

Peabody, MA

$110,000 - $140,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Health savings account. Life insurance. Paid time off. Vision insurance. 8 hour shift. Monday to Friday. Bonus opportunities. Peabody, MA 01960: Relocate before starting...

Estate Planning Attorney

An Insurance Attorney

Carmel, CA

Have 3+ years of estates and trust experience with a law firm. Be able to meet monthly 150 billable hour requirement. Have a solid grasp of drafting estate documents, trust administrations, and probate. Have a positive, can do, wi...

Estate Planning Attorney

Career Development Advisors

Philadelphia, PA

$65,000.00 to $85,000.00 hourly

Are you just getting started in your legal career?. Perhaps you're looking for a shift to more of a people-centered practice?. Have you dabbled in basic Estate Planning and want to learn more?....

Estate Planning & Elder Law Attorney

Collins Family & Elder Law Group

Monroe, NC

You will be rewarded for hard work.Thank you for your interest in Collins Family & Elder Law Group!Responsibilities Convene meetings with potential clients and explain the services offered by the firm, as well as advise them on t...

Corporate/Estate Planning Paralegal/Legal Assistant

Cooper Coons, Ltd.

Las Vegas, NV

Ideal candidate will be reliable, proficient at multi-tasking, and a team player. Fast-paced, positive, and fun work environment; generous PTO and 401(k) match for qualified employees. Also happy to train qualified applicants.Comp...

Contract Opportunity: Network Attorney - Estate Planning - Part Time

United Placement Group

Green Bay, WI

$15,000 - $60,000 a year

Offering expert legal advice and services relating to Estate Planning and business formation. Preparing and reviewing a range of legal documents, including wills, trusts, contracts, and business formation documents. Collaborating...

Estate Planning Legal Assistant - Bend, Oregon Law Firm

Stahancyk, Kent & Hook

Bend, OR

From $3,500 a month

The tasks and requests are varied based on the needs of our clients. Our firm operates with urgency, candor, and resilience to appropriately work through high pressure situations with grace and ease. We leave nothing to chance and...

Advanced Tax & Estate Planning Advisor

Citizens

San Francisco, CA

$153K - $194K a year

Prepare in-depth analyses of client's tax/estate/financial position and have a good knowledge of services provided across Citizens / Clarfeld. Public speaking, writing skills and ability to work well with partners across organizat...